Whensthepaintdry?

https://podcasts.apple.com/us/podcast/founders/id1141877104?i=1000605099122 this may be it.

wouldn’t that be similar to Clayton?

Over the past week I have added to oxy, Ntdoy, brk, mkl, and Rmax for the first time.

It’s amazing how much controversy his brk valuations bring. I’ve seen people just today compare it with Sven’s valuation of 415 billion for a 10 percent or just book plus float. What is it with brk that brings such a huge range of valuations amongst value investors. It’s not like we are valuing a company with future unknown AI or something.

Any chance Berkshire insured them?

Cant wait for the Buffett has lost it headlines to start.

I did the opposite today. Sold high flyers and added to BRK. I know it could be cheaper, but I am not the best at holding cash.

That’s how I was feeling. I bought all of these in December and all 3 were up 40-70 percent. That seems silly to me.

Sold ally and Wbd as well.

Sold FND and added to MKL

Brk is down and everything else is up. Bull market is back.

Sold some CC on WWW.

I just read through the old overstock thread. What a wild ride!

Bought some WWW. Probably going to be tough road ahead for this one.